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Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
2051
Coastal Bridge Advisors
Connecticut
$276K +$277K +20,640 New
PAM
2052
Pegasus Asset Management
New York
$275K – – –
TA
2053
TruWealth Advisors
Louisiana
$274K -$5.91K -440 -2%
VNA
2054
Valley National Advisers
Pennsylvania
$273K -$538 -40 -0.2%
SFM
2055
Signet Financial Management
New Jersey
$273K +$22.6K +1,680 +9%
PWM
2056
Prentice Wealth Management
New York
$273K +$275K +20,440 New
CPC
2057
Congress Park Capital
New York
$272K -$105K -7,800 -28%
WCG
2058
Weaver Consulting Group
California
$271K -$11.3K -840 -4%
SFO
2059
Stokes Family Office
Louisiana
$271K +$22K +1,640 +9%
GWA
2060
GGM Wealth Advisors
Maryland
$270K +$5.91K +440 +3%
WIA
2061
World Investment Advisors
California
$270K +$18.8K +1,400 +8%
RWM
2062
Reston Wealth Management
Virginia
$269K -$35.5K -2,640 -12%
HWM
2063
Hemington Wealth Management
Virginia
$269K -$3.76K -280 -1%
MWM
2064
MBE Wealth Management
Wisconsin
$269K +$10.2K +760 +4%
CFC
2065
Coyle Financial Counsel
Illinois
$267K – – –
CGA
2066
Crescent Grove Advisors
Illinois
$267K – – –
PBF
2067
Petix & Botte Financial
California
$267K – – –
RFP
2068
Roth Financial Partners
Texas
$267K – – –
CG
2069
CFO4Life Group
Texas
$267K +$5.38K +400 +2%
AMM
2070
American Money Management
California
$267K +$269K +20,000 New
ECM
2071
EMC Capital Management
Texas
$267K +$269K +20,000 New
RPC
2072
Rossmore Private Capital
Connecticut
$267K +$269K +20,000 New
NWA
2073
New World Advisors
Massachusetts
$265K +$19.4K +1,440 +8%
MPIA
2074
Mountain Pacific Investment Advisers
Idaho
$265K +$48.4K +3,600 +22%
COF
2075
Capital One Financial
Virginia
$264K +$1.61K +120 +0.6%
81 82
83
84 85